As a business, you might be using Google Sheets to record certain customer-specific events like new orders, bookings, appointments, etc.
You might also need to send out automatic WhatsApp messages to your customers as soon as the record gets created in the sheet. The best part is, you can now do it very easily via Interakt.
This document provides a step-by-step procedure to set up the Google Sheet integration with the Interakt platform. By following these instructions, users can effectively integrate their Google Sheets to manage workflows, automate tasks, and trigger actions based on specified conditions.
Steps to integrate Google Sheets with Interakt’s WhatsApp
Step 1
Log in to Interact and navigate to the Integrations section. Within this section, locate the Google Sheet application. This application is free to use. Click on “Connect to Interakt” and then proceed by clicking “Next.”
Step 2
You will see the available workflows. Currently, two workflows exist:
1.Send a WhatsApp Template on a particular Date
2.Send a Whatsapp Template on a New Row addition
The second workflow triggers the WhatsApp template on a New row addition. This process is straightforward. Let’s proceed with the first workflow.
Step 3
Click on it, then select “Install.”
Once installed, click on “edit Settings” and proceed to complete the authentication integration by selecting the desired Google account.
Note: Ensure that the Google account managing this integration is selected and that the Google Sheet also belongs to this email ID.
Next, authenticate the Interakt account by entering the Interakt secret key. Enter the same and click “Connect.”
Step 4
Once connected, navigate to Flow Configuration. At the first trigger point, enter the Spreadsheet ID.
The Spreadsheet ID can be found in a Google Sheet URL, located after ‘D/’. Copy the Spreadsheet ID, return to the integration, and paste it into the required field.
Step 5
Your sheets, such as “Sheet 1,” will automatically appear. Wait a few seconds while the data loads.
Step 6
For instance, if your use case is to send a message on a specific date, apply the appropriate filter condition. Choose the column where your date is located. Refer to the Google Sheet for guidance.
Select the “Date” column. Let’s continue with the configuration.
Ensure the date follows the MM-DD-YYYY format or, optionally, MM-DD.
Note: Avoid using DDMMYY due to ISO format standards.
Step 7
You will find several condition options. For this demonstration, we’ll focus on one use case.
We will automate a reminder to be sent on a specific date by selecting the condition that the date is equal to the current date.
Alternatively, you can choose less than, greater than, or equal conditions. Let’s opt for “less than or equal.”
Step 8
Now, on your Google Sheet, Enter today’s date, for example, May 30th, to send the message instantly.
Specify the number of days for this condition. For same day (as of today), enter 0. Select 0 if you want the message to go out immediately (on the same day/date) when the integration goes live.
Step 9
Next, click on the dropwdown to choose the template name from the list of available Templates as present in your Interakt account. Ensure you have the template name ready. Select the Template and proceed ahead
Step 10
Next, assign a campaign name so that you can track the campaign on the Interakt UI. This process creates an API campaign, which will allow you to track insights on the Interact platform.
Example: We have used “gsheet12” as the Campaign name for reference
If you are passing the full mobile number, including the country code in your Gsheet, choose the full phone number option and map it accordingly.
Step 11
Next, we need to map the Phone Number fields so that message can be triggered. For instance, if phone numbers and country codes are in separate fields, choose the appropriate option.
If only the phone number is present, without the country code, you can manually enter the country code. Suppose, the default country code is “+91”
Then, map the “Phone Number” field with the Gsheet column where you are passing the “mobile” number of the customer
If you are passing the full mobile number, including the country code in your Gsheet, choose the full phone number option and map it accordingly.
Step 12
Review the selected template and its content, including variable placeholders.
Example:
Map values from the Google Sheet, such as selecting the name for the greeting. For the greeting, select the name from the sheet, e.g., “Harsh.”
The Date is mapped to the second variable, completing the setup process
Map the date field, then click “Activate” to finalize the process.
Verifying the Integration
After activation, wait for a few seconds while the system reads all columns in the sheet.
You can check the status in the Logs section. Upon Success, the API campaign will be created and the template will be sent.
Here is a quick confirmation of the message received, which includes the mapped name and date.
